Ginni AI

Integrating your CRM with Ginni AI enables you to automatically sync key sales data—such as call summaries, next steps, and customer insights—directly into your CRM system. This ensures your CRM is always up-to-date, making it easier to manage your sales pipeline and improve follow-up strategies. In this guide, we’ll walk you through the steps to connect your CRM, manage syncing settings, and troubleshoot common issues.

1. Connecting Your CRM (HubSpot or Pipedrive)

Step 1: Access the Integration Settings

Navigate to Settings: The CRM integration screen is available to all users, but only admins can edit or manage any company settings.

Select CRM Integration: Under the "Integrations" tab, choose either HubSpot or Pipedrive.

1. Navigate to Settings: The CRM integration screen is available to all users, but only admins can edit or manage any company settings.
2. Select CRM Integration: Under the "Integrations" tab, choose either HubSpot or Pipedrive.

Note: You need a paid plan to connect your CRM. If the Connect CRM button is disabled, please reach out to our support team to enable this feature for you.

Step 2: Connect HubSpot or Pipedrive

Choose Your CRM: Select HubSpot if you use HubSpot, or Pipedrive if you use Pipedrive.

Authorize Access: You will be prompted to log in to your CRM account and grant Ginni AI the necessary permissions to sync data.

Confirm Connection: Once successfully connected, you’ll see a confirmation message, and your CRM will be linked with Ginni AI.

1. Choose Your CRM: Select HubSpot if you use HubSpot, or Pipedrive if you use Pipedrive.
2. Authorize Access: You will be prompted to log in to your CRM account and grant Ginni AI the necessary permissions to sync data.
3. Confirm Connection: Once successfully connected, you’ll see a confirmation message, and your CRM will be linked with Ginni AI.

___________________________________________________________

Once your CRM is connected, Ginni AI will automatically sync relevant data from your calls. Here’s what you need to know:

Toggle Sync On/Off: Admins can enable or disable the sync feature. By default, sync is enabled.

Syncing Data: Currently, Ginni AI automatically syncs highlights, next actions, and customer insights (including pain points, current solution, decision-making process, and obstacles) to your CRM.

1. Toggle Sync On/Off: Admins can enable or disable the sync feature. By default, sync is enabled.
2. Syncing Data: Currently, Ginni AI automatically syncs highlights, next actions, and customer insights (including pain points, current solution, decision-making process, and obstacles) to your CRM.

For Enterprise Plans: If you need custom field mapping for syncing data to specific CRM fields, please reach out to our support team for assistance.

If you need to disconnect your CRM, follow these steps:

Navigate to CRM Settings: Go to the “Integrations” tab and select your connected CRM.

Disconnect: Click the “Disconnect” button. You’ll be asked to confirm the action. Once disconnected, Ginni AI will no longer sync data to your CRM.

1. Navigate to CRM Settings: Go to the “Integrations” tab and select your connected CRM.
2. Disconnect: Click the “Disconnect” button. You’ll be asked to confirm the action. Once disconnected, Ginni AI will no longer sync data to your CRM.

If you experience any issues with CRM integration, here are some solutions:

CRM Not Connecting: Ensure you’ve granted the correct permissions for Ginni AI to access your CRM. Double-check your CRM login credentials.

Syncing Issues: If calls aren’t syncing, check that the sync feature is enabled and that your CRM is correctly connected.

Missing Data: If synced data is missing, ensure that your CRM connection is active. For custom syncing options or field mapping, reach out to our support team for guidance.

- CRM Not Connecting: Ensure you’ve granted the correct permissions for Ginni AI to access your CRM. Double-check your CRM login credentials.
- Syncing Issues: If calls aren’t syncing, check that the sync feature is enabled and that your CRM is correctly connected.
- Missing Data: If synced data is missing, ensure that your CRM connection is active. For custom syncing options or field mapping, reach out to our support team for guidance.